Turn API Labz launch plans into Salesforce campaigns
Give a launch plan a home in Salesforce so campaign work can move forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Campaign plans stay informal when nobody turns them into a trackable CRM record.
- Turn launch plans into trackable records
- Reduce copy and paste between planning and CRM
- Keep campaign details available to collaborators
Setup
Build it in a few focused steps.
- 1Connect API Labz and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for campaign setup.
- 3In one instruction, tell Notis to create a Salesforce campaign using the plan details included in the request.
- 4Pick the webhook trigger and choose a report destination.
- 5Test with one real campaign plan and confirm the record in Salesforce.
Questions about this workflow
What should the launch plan include?
Include the campaign name and relevant dates, status, type, and description your Salesforce setup requires.
Can this also add leads or contacts to the campaign?
This workflow creates the campaign record only. Adding members requires a separate campaign-member action and existing Salesforce record IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api labz to Salesforce. A trigger fires from one place; an action lands in another.
Api labz triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Api labz and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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